RGT Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $40K | Hold |
359
| – | – | 0.01% | 91 |
|
|
2022
Q2 | $43K | Hold |
359
| – | – | 0.01% | 96 |
|
|
2022
Q1 | $46K | Hold |
359
| – | – | 0.01% | 95 |
|
|
2021
Q4 | $46K | Buy |
+359
| New | +$46K | 0.01% | 142 |
|
|
2016
Q4 | – | Sell |
-3,346
| Closed | -$282K | – | 134 |
|
|
2016
Q3 | $282K | Buy |
+3,346
| New | +$282K | 0.17% | 79 |
|